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Reposted 2 Hours AgoSaved
Hybrid
Austin, TX, USA
Senior level
Senior level
Fintech • Financial Services
The Senior Estate Associate will lead support for fiduciary professionals, manage complex fiduciary relationships, and ensure compliance with fiduciary principles and applicable laws.
Top Skills: Client LinkMS OfficeSei Trust 3000Trms
Reposted 2 Hours AgoSaved
Hybrid
2 Locations
Mid level
Mid level
Fintech • Financial Services
The Senior Trust Associate coordinates fiduciary relationships, administers estate plans, manages client accounts, and identifies risks while ensuring compliance with fiduciary principles.
Top Skills: ExcelMicrosoft Office (WordOutlook)
YesterdaySaved
Hybrid
3 Locations
Mid level
Mid level
Fintech • Financial Services
The Small Business Banking Relationship Management Manager leads a team focused on managing client relationships, improving processes, and driving revenue growth. Responsibilities include team development, risk management, and collaborating with internal partners to enhance client experience.
2 Days AgoSaved
Hybrid
4 Locations
159K-305K Annually
Senior level
159K-305K Annually
Senior level
Fintech • Financial Services
This role involves managing the Special Needs Trust Services team, developing client relationships, ensuring compliance with fiduciary standards, and mentoring staff. Responsibilities include business development, risk management, and providing guidance on fiduciary topics.
3 Days AgoSaved
Hybrid
Austin, TX, USA
Junior
Junior
Fintech • Financial Services
The role involves soliciting residential mortgages, ensuring compliance, building relationships, and providing excellent customer service to clients.
Top Skills: MS Office
Reposted 3 Days AgoSaved
Hybrid
Austin, TX, USA
Mid level
Mid level
Fintech • Financial Services
Senior Fiduciary Specialist leading fiduciary relationships, managing client estate plans, training junior members, and engaging in marketing and development initiatives.
3 Days AgoSaved
Hybrid
Austin, TX, USA
Entry level
Entry level
Fintech • Financial Services
As a Teller at Wells Fargo, you will handle customer transactions, support digital banking solutions, manage operational activities, and help identify financial needs of customers.
22 Days AgoSaved
Hybrid
Austin, TX, USA
Junior
Junior
Fintech • Financial Services
The Mortgage Retail Sales Coordinator will support the sales team with administrative, marketing, and customer support tasks related to mortgage sales, while building relationships with customers and ensuring compliance with regulations.
Top Skills: Nmls
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